Director of Trust Administration and Development

Passavant Memorial Homes•Warrendale, PA

47d•$100,000•Onsite

About The Position

Life Enrichment Trust (LET) enables individuals with disabilities receiving Social Security, Supplemental Security Income, and/or Medical Assistance to secure their financial futures without endangering their source of monthly income, medical insurance, or other governmental benefits. LET’s primary focus as a 501(c)(3) court-approved corporate fiduciary is to maintain the beneficiaries’ eligibility and fully comply with all Social Security and Medicaid regulations and guidelines. The goal is to maintain the beneficiaries’ eligibility for benefits while ensuring their needs are met. The Director of Trust Administration and Development is a full-time position under the direct supervision of the Vice President of Trust Services and is located at the Warrendale office. This position directs and coordinates all activities concerned with trust administration and business development. This position is responsible for marketing trust options for individuals with disabilities and their families and other referral sources. This will include developing planning models for individuals and families that will maintain their government benefits and counseling individuals and families regarding their options.

Requirements

Bachelor’s degree
Familiarity with eligibility requirements for SSI, SSDI, SS, Medicare, and Medicaid
High level of proficiency with technology, databases, and Microsoft Excel in particular

Nice To Haves

Juris Doctor (preferred)
Two (2) years’ experience directly related to Trust Administration (preferred)
Familiarity with the Social Security Administration’s Program Operations Manual System (“POMS”) (preferred)

Responsibilities

Support the Vice President of Trust Services in the operations of Life Enrichment Trust and fulfillment of duties.
Develop marketing plans, including creating and executing targeted marketing campaigns, when appropriate.
Market trust options for individuals with disabilities and their families.
Lead business development efforts as necessary, including representing the trust at planned conferences or similar events.
Meet potential referral sources, including Elder Law firms, to develop new relationships.
Manage all marketing materials inventory and order/create new materials as necessary.
Develop planning models for individuals and families.
Provide individualized counseling and assistance to individuals and families regarding options that will maintain their government benefits.
Provide support and consultative service solutions to attorneys, financial institutions, beneficiaries, legal representatives, and provider agencies regarding trusts.
Process disbursements/deposits of funds from/to trust accounts.
Verify and organize receipts and expenditures.
Maintain and organize files.
Communicate with trust beneficiaries and their advocates via telephone and email.
Handle various duties related to the set up and maintenance of new trusts.
Coordinate mailings of tax documents, statements, and marketing materials.
Review and approve disbursement of funds from trust accounts.
Perform other duties as required and assigned.